LPL Research

Trade, Tariffs, and Inflation | Weekly Market Commentary | November 18, 2024

LPL Research explores trade dynamics since Trump's first administration and why that may limit the impact of changes to trade…..

Election Day Takeaways | Weekly Market Commentary | November 11, 2024

LPL Research explores the election outcome and what it could mean for markets going forward...

Global Portfolio Strategy | Rates Take Center Stage as Election Jitters Ease | November 7, 2024

In October, U.S. stocks ended a five-month winning streak, closing modestly lower despite a surge in Treasury yields and rate…..

Client Letter | Donald Trump Elected 47th President of the United States of America | November 6, 2024

Achieving an outcome and removing policy uncertainty is positive for markets, especially with the U.S. economy on solid footing...

Election Stock Market Playbook | Weekly Market Commentary | November 4, 2024

LPL Research discusses key policy differences between candidates and key factors that may determine how markets react to potential election…..

What Scares Us About the Economy and Markets | Weekly Market Commentary | October 28, 2024

LPL Research discusses some economic and market risks that, in honor of Halloween, might scare investors in the months ahead…..

Q3 Earnings Should Be Fine, but Expectations Beyond This Quarter Are High | Weekly Market Commentary | October 21, 2024

LPL Research previews Q3 earnings season, identifies key drivers of results, and discusses several factors supporting the earnings outlook for…..

Happy Second Birthday Bull Market – Here’s to a Third! | Weekly Market Commentary | October 14, 2024

LPL Research celebrates the bull market's second anniversary and discusses if the market can continue to run higher...

Global Portfolio Strategy | Shifting from Bonds to Alternatives for Additional Diversification Benefits | October 9, 2024

LPL Research's STAAC upgrades consumer discretionary from underweight to neutral...

Just When We Recalibrated, Another Shock Arrived | Weekly Market Commentary | October 07, 2024

LPL Research explores the Fed's recalibration of policy amid economic shifts, rate cuts, and labor market dynamics impacting growth and…..

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